|
1
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
+$12.9M
|
+133,163
|
+7%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$24.1M
|
-$3.4M
|
-35,223
|
-12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$8.61M
|
+89,184
|
+129%
|
|
|
4
|
|
$9.23M
|
-$2.32K
|
-24
|
-0%
|
|
|
5
|
Dowling & Yahnke
San Diego,
California
|
$9.18M
|
-$716K
|
-7,424
|
-7%
|
|
|
6
|
|
$9.17M
|
-$620K
|
-6,428
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.86M
|
-$354K
|
-3,664
|
-4%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.94M
|
+$33.2K
|
+344
|
+0.5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.75M
|
+$1.74M
|
+18,040
|
+34%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$6.68M
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.33M
|
+$314K
|
+3,258
|
+5%
|
|
|
12
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$5.77M
|
+$1.06M
|
+11,000
|
+22%
|
|
|
13
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$5.44M
|
-$10.1M
|
-104,303
|
-64%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.89M
|
-$284K
|
-2,939
|
-5%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$4.78M
|
-$1.08M
|
-11,187
|
-18%
|
|
|
16
|
|
$4.69M
|
+$3.8M
|
+39,398
|
+378%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$4.51M
|
+$4.26M
|
+44,104
|
+1,174%
|
|
|
18
|
Brown Advisory
Baltimore,
Maryland
|
$4.04M
|
-$2.52M
|
-26,135
|
-38%
|
|
|
19
|
Signature Financial Management
Norfolk,
Virginia
|
$3.96M
|
+$4.05M
|
+42,000
|
New
|
|
|
20
|
Starfire Investment Advisers
Southfield,
Michigan
|
$3.58M
|
-$48.7K
|
-505
|
-1%
|
|
|
21
|
Aspiriant Holdings S3
Los Angeles,
California
|
$3.35M
|
-$85.9K
|
-890
|
-2%
|
|
|
22
|
Rand Wealth
Baltimore,
Maryland
|
$2.78M
|
-$76.5K
|
-793
|
-3%
|
|
|
23
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.38M
|
-$35.2K
|
-365
|
-1%
|
|
|
24
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.25M
|
+$544K
|
+5,640
|
+31%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.2M
|
+$1.3M
|
+13,420
|
+135%
|
|
